Sestante Family Office

Sestante Family Office

Stewards of Your Wealth and Lifestyle

  • Who We Are
  • Our Story
  • Working With Us
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  • Who We Are
  • Our Story
  • Working With Us
  • Partners
  • Contact
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Our Story

Founded to help you preserve your legacy

Sestante Family Office was established in 2015 to serve a family following a substantial liquidity event. Over the last decade, we have developed and refined the protocols and processes necessary to navigate the complexity and challenges that accompany significant wealth.

Built on a foundation of trust, discretion, and long-term partnership, Sestante Family Office provides comprehensive wealth management, generational and charitable planning, and family office services to help simplify our clients’ lives. Our approach is built on understanding the unique needs and objectives of each family we serve, allowing us to craft tailored strategies that preserve and grow wealth across generations.

With extensive experience and a commitment to excellence, Sestante Family Office offers a boutique, high-touch experience while delivering institutional-quality investment solutions. Our mission is to help families navigate complexity with clarity and confidence.

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1330 Orange Ave, Suite 250
Coronado, CA 92118

(619) 365-4136

Investment advisory services are offered through Sestante Wealth Management, LLC ("SWM"). SWM is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). SWM provides investment advisory services only in jurisdictions where it is properly registered or exempt from registration. The content on this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services, except where permitted by law. Nothing contained herein should be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including the possible loss of principal. Past performance is not a guarantee of future results.

  • ADV Part 2A
  • ADV Part 2B - Dan White
  • ADV Part 2B - Ben White
  • Disclosures
  • Form CRS
  • PRIVACY NOTICE

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